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Deaths, funerals & probate

Archives for March 2018

Bank statements, Solicitors and IHT
Hi, it has been arranged to get a solicitor to deal with Mum's Estate. Will the solicitor need bank statements in order to work out IHT? Mum's estate is very close to the max tax free allowance. I have had a look through her paper work and can only find statements dating back to Jan 2012 so there are a couple of years…
Couple of questions please!
.. clearly made a mistake asking this
Joint probate application?
Hi, my brother and I are the executors of our mother"s will, and have just decided to go through the probate process ourselves rather than using a solicitor as the estate seems fairly straightforward and should be under the IHT threshold. We live quite a long way from each other, plus I am no longer working whereas he is.…
Question on Executors
My MIL died around Xmas with a will leaving everything to her two sons and also making them both Executors. One of her sons lives in Australia and is happy for his Brother to do the admin in the UK. Due to the value of the estate, IHT will have to be paid which is fine. Just going through the various forms and my question…
Error from pension
Hi all, can you help me deal with an issue that has arisen from my late Father's estate, please? He passed away a few years ago, my husband & I am co-executors & only beneficiaries of his estate. At the time of applying for probate, I notified his private work pension company of his death & they calculated if any pension &…
Do I need probate?
I am the sole executor of my brother’s English will. This was for his financial accounts in the UK. The sum of money is not large and even if his property in Spain is included it comes well under the inheritance tax allowance. So taking that into account will I have to get probate to release his money from National savings…
Valid uk will
Do the witnesses of a uk will have to be present in the uk when signing?
ensuring family money goes to children
Hope that this is the right forum. We both have 2 children from previous marriages. We own our home and a comfortable income from pension and investments. For various tax reasons some of our investments are not in joint names. We both want all 4 children to benefit equally after our deaths. We currently have life interest…
House contents valuation for IHT
Hi is it necessary to get a professional to value the contents of a property for IHT purposes or can we do it ourselves? Mum had nothing of value - everything is years old and worn out. I have been through the contents and looked up anything that I thought might have some value but nothing of any note. for example an old…
Some questions after my mums recent sudden death
Hi, I’m new here and I’m sure this will be long, so thanks in advance for reading. My mum recently passed away at home. It was very sudden and very traumatic for us as she was very young and we waited an hour and a half for an ambulance (we were told we weren’t a priority and had to do 40 mins of CPR but it was too little…
IHT help
Hi My dad recently passed away (no will) My mother died several years ago (also no will) and everything passed to my dad. As far as I can ascertain, as a result of everything passing to my dad he never completed any probate / IHT forms. My mother's estate would have been minimal (under 10K) plus half value of the house…
Probate process
I recently lost my mum and the will nominates the solicitors as the executors with myself as the sole beneficiary. I had my initial meeting with the solicitors on Friday 9th March where they explained that I should pass them everything in terms of information about bank accounts, investments, etc. I delivered all of that…
Bereavement grants - help with dependant children
Sadly, my ex husband has recently died and we have 2 dependant children together, I am aware there is a 'widowed parents' and 'bereavement' allowance available, but we are not eligible because we were divorced, which seems unfair to disadvantage children because their parents are divorced, as the children are still…
Probate - Tenants in common re bungalow
Hello, Posting this time in the right place as I posted it in home selling originally !! Apologies ....... We would appreciate any help please. I've tried to be as brief as possible. Mum and Dad lived in a bungalow, 100% owned in Dad's name only (as was common place back in the 50's I understand) There are 3 sons all of…
IHT questions.
I think this might be a dumb question but anyway... Do inheritance tax forms always have to be filled in after someone dies? I rang the taxman after daddy died, and I'm sure he said I didn't have to do anything because the estate was well under £325k and didn't include any property. Have I remembered that wrongly? I'm…
"Failure to cancel alarm" notification.
Is there an App for mobile phones that will try to phone several people in turn, with a recorded message, if I do not respond to a daily alarm set on the phone? I want this because I live alone, so that if I die suddenly, someone will be made aware shortly afterwards.
Awful situation currently
This will be a long one so I apologise, My OH is in bits at the moment with the situation regarding her grandparents, a bit of history, they are both alive but both in there 90s, they have 2 children a son and a daughter, the daughter is my OH mum who unfortunately passed on a number of years ago The son is a recovering…
Wrong name on Will
My nan recently passed away and my granddad shortly before that. My granddad left all his money to my mum knowing my nan was not good with money. My mum opened a joint account with my nan, left the money in that so she could keep an eye on what my nan was doing. Following the death of my nan, who believed she had a will,…
Contesting a will & renewing a caveat
Hi there I’m hoping to get some advice or opinions on a very long winded probate case I hope you don’t mind this will be a long post but would like to get peoples perspective & point of view on this case! My mother ( who is British ) passed away last summer abroad ( I will state the country she passed away in was a very…
Council Tax Liability after Probate
Hi, My mother died in october last year and left her assets including property, cash and a few shares to me and my sister. Following death we informed the council and council tax payment was stopped and they said there was an over payment and this would be refunded once probabte had been granted. Probate was granted at the…

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Deaths, funerals & probate

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